M&a Finance Lead

Description:

Our client acquires and retains profitable B2B SaaS businesses. They are looking for an experienced M&A Finance Lead to oversee Quality of Earnings (QofE) analysis, financial due diligence, and post-acquisition integration support.

In this role, you will bring key QofE activities in-house while working alongside external financial due diligence providers. You will take ownership of financial data collection and analysis from the initial due diligence stage through to the preparation of integration data packs.

You will play an important role in connecting financial due diligence with post-acquisition integration, ensuring that findings are carried forward, financial information is accurate, and teams have the data they need without repeatedly requesting the same information.

KEY RESPONSIBILITIES

Quality of Earnings (QofE) Analysis

• Prepare detailed QofE analyses covering normalized EBITDA, revenue quality, recurring and non-recurring revenue, GRR/NRR, and customer concentration.
• Assess working capital, net debt, debt-like items, and potential tax and payroll exposures.
• Review, challenge, and reconcile the work completed by external QofE providers, ensuring accuracy and timely delivery.
• Prepare financial analyses using the company's standard reporting format, including monthly P&L, budgets, forecasts, and 12-month P&L reporting aligned with the company's account allocation structure.

Financial Due Diligence & Data Collection

• Manage the financial, QofE, and tax sections of the due diligence request process from initiation through completion.
• Coordinate and issue financial information requests promptly at the beginning of each acquisition process.
• Track outstanding due diligence workstreams, including customer, HR, technology, and legal matters, in coordination with the deal team.
• Develop and document standardized QofE and financial data collection procedures to improve consistency and efficiency across acquisitions.

Post-Acquisition Integration Support

• Prepare financial integration data packs and manage the at-close data checklist, ensuring all required information is complete and reconciled before closing.
• Translate due diligence findings into financial and operational integration tasks.
• Support chart of accounts mapping and opening balance preparation.
• Validate contract, revenue, and deferred revenue data to ensure accurate financial information is transferred to the integration team.
• Improve the handover process between due diligence and integration, minimizing repeated information requests and data collection.

REQUIREMENTS

• CA, ACCA, CPA, or an equivalent professional accounting qualification.
• At least 7 years of experience in transaction services, financial due diligence, or Quality of Earnings (QofE), preferably within a Big Four firm.
• Proven experience leading multiple buy-side transactions from start to finish, ideally involving software or SaaS businesses.
• Strong understanding of US GAAP and ASC 606.
• Working knowledge of US sales tax and payroll tax considerations.
• Experience working with Sage Intacct or a similar ERP system.
• Advanced Excel skills and the ability to manage and analyze complex financial data.
• Availability to work with US and EU time zones during active acquisition deals.